he's going to end the government-run health care system. these look like very attractive sectors to me in view of what's coming politically in less than four weeks. >> until you called the election tonight, larry, i didn't know which way it was going to go. but now that you've explained that romney is going to win, then, yes, those are the sectors that i want to buy. but, larry, we still have problems here. we still have this congress whose approval rating is as low as it's ever been and deservedly so. i think these guys are still skating by. i think they're still overrated. without leadership here -- >> let me -- larry, you're absolutely right the doom and gloom coming out of the imf is totally wrong. there are plenty of pockets of strength. you have a picture distorted by a few bad apples, like the spanish who got everything wrong. the southern european welfare states are dying. but china's doing well. germany's exports -- china's were up 10% year over year in august. >> the doom and gloom is not wrong yet. >> germany's exports -- the u.s